FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.67B
AUM Growth
+$602M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,206
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$20.2M
3
+$18.8M
4
AAPL icon
Apple
AAPL
+$17.4M
5
MSFT icon
Microsoft
MSFT
+$14.8M

Top Sells

1
+$6.55M
2
+$4.29M
3
+$2.09M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.64M
5
NEE icon
NextEra Energy
NEE
+$1.61M

Sector Composition

1 Technology 13.17%
2 Financials 4.66%
3 Consumer Discretionary 3.53%
4 Healthcare 3.52%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.05M 0.26%
35,575
+6,811
77
$6.83M 0.26%
19,333
+342
78
$6.67M 0.25%
33,199
-2,115
79
$6.58M 0.25%
13,319
+974
80
$6.54M 0.25%
28,948
+26,725
81
$6.52M 0.24%
82,158
+27,310
82
$6.44M 0.24%
35,929
+10,566
83
$6.42M 0.24%
24,397
-279
84
$6.34M 0.24%
133,430
-28,034
85
$6.04M 0.23%
60,220
+5,480
86
$6M 0.23%
141,187
+83,967
87
$5.92M 0.22%
210,492
+76,737
88
$5.91M 0.22%
15,754
+1,704
89
$5.91M 0.22%
46,829
-2,140
90
$5.71M 0.21%
21,639
+6,446
91
$5.66M 0.21%
14,752
+3,477
92
$5.57M 0.21%
104,141
+45,285
93
$5.55M 0.21%
66,884
-546
94
$5.54M 0.21%
106,360
+58,701
95
$5.51M 0.21%
109,383
+62,691
96
$5.43M 0.2%
264,042
+79,052
97
$5.39M 0.2%
91,772
-388
98
$5.19M 0.19%
54,069
+11,016
99
$5.17M 0.19%
16,975
+1,789
100
$4.88M 0.18%
173,112
+95,613
2 3
4
5 6